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CIK: 0002022328
Total reported value
$339.2M
$339.2M
83 檔
18.6%
As reported in its official Q2 2024 Form 13F filing, New Insight Wealth Advisors's tracked investment portfolio stood at $339.2M with 83 total positions.
During Q2 2024, New Insight Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.07% | -1.02% | +16.87% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.00% | -0.11% | +8.28% | |
| 3 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 6.65% | -0.34% | +0.65% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.31% | -0.40% | +12.97% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.20% | -0.88% | +20.99% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.14% | -0.28% | +7.86% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.07% | -0.26% | +6.32% | |
| 8 | SPG | Simon Property Group Inc | Stock-Real Estate | 3.94% | -0.13% | -12.25% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.88% | +0.48% | +6.36% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.09% | +2.29% | |
| 11 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.99% | +0.57% | +17.03% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.01% | +5.16% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.37% | -0.53% | -2.56% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.28% | -0.38% | -4.30% | |
| 15 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 2.25% | +0.06% | -7.88% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.05% | +2.56% | |
| 17 | WPC | Wp Carey Inc | Stock-Real Estate | 1.91% | -0.15% | -2.70% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.17% | +2.05% | |
| 19 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 1.52% | -0.12% | -8.54% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.28% | -0.06% | -1.69% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.24% | +10.72% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | -0.14% | -15.50% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.01% | +973.69% | |
| 24 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.01% | — | -9.60% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.05% | +0.11% | |
| 26 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.84% | -0.15% | — | |
| 27 | MINV | Matthews Asia Innovators Act | ETF-Other | 0.74% | +0.60% | +3.11% | |
| 28 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.74% | -0.02% | +0.53% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.70% | -0.08% | -10.68% | |
| 30 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.68% | +0.39% | +3.41% | |
| 31 | FCAL | First Trust California Munic | ETF-Other | 0.68% | -0.08% | +18.40% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.66% | +0.48% | +12.97% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | -0.12% | +0.22% | |
| 34 | FDD | First Trust Stoxx Europe | ETF-Other | 0.61% | — | -45.49% | |
| 35 | MRNA | Moderna Inc | Stock-Healthcare | 0.58% | +0.02% | -6.27% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.09% | -11.81% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.48% | -0.07% | -33.05% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.44% | +0.52% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.01% | +6.49% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.02% | -8.94% | |
| 41 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.33% | -0.08% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.05% | +0.16% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.29% | — | -22.59% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.29% | -0.09% | +34.02% | |
| 45 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.29% | — | +37.91% | |
| 46 | IYK | Ishares US Consumer Staples | ETF-Other | 0.29% | -0.07% | +17.75% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.27% | — | — | |
| 48 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.27% | -0.03% | -16.71% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.26% | +0.17% | -35.08% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.07% | +10.10% |
According to official SEC Form 13F filings, New Insight Wealth Advisors reported a total U.S. public equity portfolio value of $339.2M across 83 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHD, VIOO) accounted for 18.6% of total reported equity market value during Q2 2024.
During Q2 2024, New Insight Wealth Advisors's top holdings by market value included IVV (14.1%)、SCHD (7.0%)、VIOO (6.7%). The largest single position, IVV, represented 14.1% of total portfolio value.
In Q2 2024, New Insight Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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